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Investment Thesis

Canadian Multi-residential condos

Asset – Multi-Residential Condos
Style – Macro
Industry – Real Estate
Country – Canada
Transaction Size – CAD $100m
Expected returns – 13% p.a
Creator – Self
Date – Sep 2024

Canada's REIT

Asset – REIT’s
Style – Value Investing (Long)
Industry – Real Estate
Country – Canada
Transaction Size – N/A
Expected returns – N/A
Creator – Self
Date – Sep 2024

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Adani vs Hindenburg

Asset – Adani Group
Style – Value Investing (Short)
Industry – Multi
Country – India
Transaction Size – N/A
Expected returns – N/A
Creator – Hindenburg
Date – Jan 2023

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National Stock Exchange Derivatives

Asset – Derivatives (NSE)
Style – Quant
Industry – Multi
Country – India
Transaction Size – USD $5m
Expected returns – 30% p.a
Creator – Self
Date – Dec 2023

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